West Ridge Advisors fees and pricing
Financial planner in Henderson, Nevada. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, West Ridge Advisors charges $150 an hour and a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Educational Workshops Workshop sessions are complimentary; no session fees are assessed by our Firm. 2 The term “assets under management” and rounding per the SEC’s General Instructions for Part 2 of Form ADV. 3 The Firm’s hourly rate will not exceed $150 per hour for Utah-domiciled clients.”
- Flat or project fee
- $500-$3,000
“Project-based engagements are assessed at fixed fees ranging from $500 to $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How West Ridge Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable, and we may reduce or waive our fee for associates of the Firm, family members, or pre-existing relationships.”
- “Fees may be paid by check or draft from US-based financial institutions.”
- “We do not require a deposit to initiate the engagement; the fee is due in full upon delivery of our invoice, which is issued at the time your plan/advice is presented.”
How West Ridge Advisors’ fees compare
- Its hourly rate of $150 is below the Nevada median of $300. 3% of the 64 other Nevada planners that publish an hourly rate charge less.
- 1 of the 10 other planners in Henderson that publish an hourly rate charge less.
- Its flat or project fee of $500-$3,000 is below the Nevada median of $5,000. 22% of the 50 other Nevada planners that publish a flat or project fee charge less.
- None of the 5 other planners in Henderson that publish a flat or project fee charge less.
About West Ridge Advisors
“We provide educational seminars involving a broad range of financial planning and investing topics.”
- Firm size: 13 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 361
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $396,019,216
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282718
- Phone
- (702) 547-9483
Can advise clients in 10 states: Alaska, Arizona, California, Colorado, Louisiana, New Hampshire, Nevada, Texas, Utah, Washington
Other planners in Henderson that publish fees
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
- Avalon Wealth PartnersHenderson$250/hr, $2,500-$5,000
- Capstone Capital Wealth AdvisorsHenderson$5,000-$20,000
- Curtis Wealth Management LLCHenderson$250/hr
- Diazo, LLCHenderson$1,000-$5,000
- Ensourceful, Inc.Henderson$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.